View Reports

Purpose: Use the View Reports screen to review reports generated previously, whether they were run dynamically at the Run Reports screen or automatically on a scheduled basis through the Schedule Report window.

Reports available regardless of whether emailed: Regardless of whether you select the Email List option at the Run Reports screen or the Schedule Report window, the reports are still available at this screen.

How long are reports retained? The File Storage setting in the Retention Settings section of the Tenant screen defines how long to retain generated report files until they are eligible to be deleted automatically by the daily cleanup job.

How to display this screen: Select View Reports from the Home Screen or from the Reports Menu.

Note:

Only users with View Reports authority can display this screen. See the Role Wizard for more information.

Options at this screen

Option	Procedure
search for a report	Use the search fields to search for reports across the Drop Ship and Operations (Routing Engine) folders. Optionally: Enter a full or partial Report Name to display reports that begin with your entry or match it exactly. Select a Report Date to display reports that you generated on that date, either on demand at the Run Reports screen or by scheduling the report through the Schedule Report window. The Submitted By field defaults to your user ID. Clear this field to display reports generated by all users, or enter a different user ID to display reports generated by the specified user. Click Search. Case: The Report Name is case-insensitive for searching; for example, an entry of `order` matches a report name starting with `Order`. However, the Submitted By field is case-sensitive for searching; for example, an entry of `JSMITH` does not match a user ID of `jsmith`. You can also: Click the minus sign next to the Drop Ship or Operations (Routing Engine) folder to collapse a folder. These folders are open by default, displaying all generated reports for the user ID in the Submitted By field. Sort the displayed reports by clicking the column heading. For example, click the Report Name column heading to display reports in alphabetical order by name.
view a PDF version of a report	Click the PDF icon () to open the generated report in your browser using a PDF viewer. You can then use your browser’s standard options to print or save a copy of the generated report. A PDF version is available only if you selected the Export to PDF option at the Run Reports screen or the Schedule Report window. Default program? The report opens in a PDF viewer only if it is the default program associated with the PDF file extension.
download an XLSX version of a report	Click the spreadsheet icon () to download the XLSX file for review in a spreadsheet application. A spreadsheet version is available only if you selected the Export to Excel option at the Run Reports screen or the Schedule Report window. Note: If you have difficulty opening the XLSX file of the report from the browser, save the report file and then open it with your spreadsheet application.
delete a generated report	Click the delete icon () to delete the generated report. How long are reports retained? The File Storage setting in the Retention Settings section of the Tenant screen defines how long to retain generated report files until they are eligible to be deleted automatically by the daily cleanup process.

Fields at this screen

Fields	Description
Search Fields
Report Name	Optionally, enter a full or partial report name to display reports from either folder that begin with your entry or match it exactly. The names of Drop Ship reports delivered with Order Broker’s Supplier Direct Fulfillment module are: Invoice Detail Report PO Item Status Report Vendor Aging Detail Report Vendor Aging Summary Report The names of Order Broker operations reports delivered with Order Broker’s Routing Engine module are: Auto Cancel Report Location Import Errors Report Order Status Report Product Barcode Import Errors Report Product Import Errors Report Status Restricted Report Unfulfillable Report Zone List Report Case-insensitive for searching; for example, an entry of `order` matches a report name starting with `Order`.
Report Date	Optionally, enter or select a date to display reports generated on that date.
Submitted By	Optionally, enter a complete, valid user ID to display reports generated by that user. Case-sensitive for searching; for example, an entry of `JSMITH` does not match a user ID of `jsmith`.
Search Results
Report Folder	Optionally, click the plus sign next to a folder to expand or click the minus sign to collapse it. When you first advance to the screen, the folders are expanded: Drop Ship: Includes the Drop Ship reports provided with Order Broker’s Supplier Direct Fulfillment module: Invoice Detail Report PO Item Status Report Vendor Aging Detail Report Vendor Aging Summary Report Operations: Includes the Order Broker reports provided with Order Broker’s Routing Engine module: Auto Cancel Report Location Import Errors Report Order Status Report Product Barcode Import Errors Report Product Import Errors Report Status Restricted Report Unfulfillable Report Zone List Report
Report Name	The names of Drop Ship reports delivered with Order Broker’s Supplier Direct Fulfillment module are: Invoice Detail Report PO Item Status Report Vendor Aging Detail Report Vendor Aging Summary Report The names of Order Broker operations reports delivered with Order Broker’s Routing Engine module are: Auto Cancel Report Location Import Errors Report Order Status Report Product Barcode Import Errors Report Product Import Errors Report Status Restricted Report Unfulfillable Report Zone List Report
Report Date	The date and time when the version of the report was generated, either dynamically at the Run Reports screen or automatically on a scheduled basis through the Schedule Report window. Format is based on the settings at the User Profile Configuration screen.
Submitted By	The user ID of the person who submitted the report dynamically from the Run Reports screen or scheduled the report through the Schedule Report window.
PDF File	Click the PDF icon () to open the generated report in your browser using a PDF viewer. You can then use your browser’s standard options to print or save a copy of the generated report. A PDF version is available only if you selected the Export to PDF option at the Run Reports screen or the Schedule Report window. Default program? The report opens in a PDF viewer only if it is the default program associated with the PDF file extension.
Size (kB)	The total file size, in kilobytes, of the generated report. No number is listed when you generate the XLSX file but not the PDF file.
Excel File	Click the spreadsheet icon () to download the XLSX file to open in a spreadsheet application. A spreadsheet version is available only if you selected the Export to Excel option at the Run Reports screen or the Schedule Report window. Note: If you have difficulty opening the XLSX version of the report from the browser, save the report and then open in with your spreadsheet application.
Delete	Click the delete icon () to delete the generated report. How long are reports retained? The File Storage setting in the Retention Settings section of the Tenant screen defines how long to retain generated report files until they are eligible to be deleted automatically by the daily cleanup process.